Goldman Sachs’s Heritage Insurance Holdings HRTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.75M Buy
333,283
+159,764
+92% +$4.22M ﹤0.01% 3176
2025
Q4
$5.08M Buy
173,519
+48,866
+39% +$1.32M ﹤0.01% 3733
2025
Q3
$3.14M Buy
124,653
+44,209
+55% +$1M ﹤0.01% 4070
2025
Q2
$2.01M Sell
80,444
-42,579
-35% -$909K ﹤0.01% 4179
2025
Q1
$1.77M Sell
123,023
-57,543
-32% -$691K ﹤0.01% 4249
2024
Q4
$2.18M Buy
180,566
+93,670
+108% +$1.08M ﹤0.01% 4197
2024
Q3
$1.06M Buy
86,896
+34,795
+67% +$404K ﹤0.01% 4592
2024
Q2
$369K Sell
52,101
-173,892
-77% -$1.54M ﹤0.01% 4992
2024
Q1
$2.41M Buy
225,993
+214,764
+1,913% +$1.51M ﹤0.01% 3736
2023
Q4
$73.2K Sell
11,229
-10,894
-49% -$75.1K ﹤0.01% 5340
2023
Q3
$144K Buy
+22,123
New +$108K ﹤0.01% 5117
2023
Q2
Sell
-28,970
Closed -$89.2K 5885
2023
Q1
$89.2K Sell
28,970
-23,492
-45% -$61.2K ﹤0.01% 5471
2022
Q4
$94.4K Sell
52,462
-12,881
-20% -$21.2K ﹤0.01% 5493
2022
Q3
$148K Sell
65,343
-160,232
-71% -$429K ﹤0.01% 5579
2022
Q2
$595K Buy
225,575
+98,321
+77% +$419K ﹤0.01% 4964
2022
Q1
$909K Buy
127,254
+24,869
+24% +$154K ﹤0.01% 4893
2021
Q4
$602K Buy
102,385
+7,592
+8% +$50K ﹤0.01% 5246
2021
Q3
$645K Buy
94,793
+10,345
+12% +$74.5K ﹤0.01% 5043
2021
Q2
$724K Buy
84,448
+1,024
+1% +$9.44K ﹤0.01% 4990
2021
Q1
$925K Buy
83,424
+40,192
+93% +$420K ﹤0.01% 4678
2020
Q4
$438K Sell
43,232
-3,933
-8% -$40.4K ﹤0.01% 4686
2020
Q3
$477K Sell
47,165
-14,765
-24% -$183K ﹤0.01% 4506
2020
Q2
$811K Buy
61,930
+1,329
+2% +$15.6K ﹤0.01% 4099
2020
Q1
$649K Sell
60,601
-20,928
-26% -$247K ﹤0.01% 4050
2019
Q4
$1.08M Buy
81,529
+11,097
+16% +$152K ﹤0.01% 4080
2019
Q3
$1.05M Buy
70,432
+21,887
+45% +$319K ﹤0.01% 3995
2019
Q2
$748K Buy
48,545
+2,916
+6% +$42.9K ﹤0.01% 4171
2019
Q1
$666K Sell
45,629
-2,795
-6% -$41.3K ﹤0.01% 4277
2018
Q4
$712K Buy
48,424
+33,843
+232% +$504K ﹤0.01% 4166
2018
Q3
$216K Sell
14,581
-32,306
-69% -$510K ﹤0.01% 4883
2018
Q2
$782K Sell
46,887
-56,525
-55% -$932K ﹤0.01% 4239
2018
Q1
$1.57M Buy
103,412
+23,293
+29% +$399K ﹤0.01% 3754
2017
Q4
$1.44M Buy
80,119
+61,933
+341% +$1.03M ﹤0.01% 4042
2017
Q3
$240K Buy
18,186
+7,196
+65% +$86.5K ﹤0.01% 5640
2017
Q2
$143K Sell
10,990
-31,391
-74% -$393K ﹤0.01% 5969
2017
Q1
$541K Buy
42,381
+10,374
+32% +$149K ﹤0.01% 4955
2016
Q4
$502K Sell
32,007
-11,669
-27% -$162K ﹤0.01% 5062
2016
Q3
$630K Sell
43,676
-17,354
-28% -$228K ﹤0.01% 4820
2016
Q2
$730K Buy
61,030
+11,422
+23% +$152K ﹤0.01% 4493
2016
Q1
$792K Buy
49,608
+3,597
+8% +$65.6K ﹤0.01% 4292
2015
Q4
$1M Buy
+46,011
New +$1.02M ﹤0.01% 4290
2015
Q3
Sell
-21,537
Closed -$495K 7375
2015
Q2
$495K Sell
21,537
-7,675
-26% -$165K ﹤0.01% 5227
2015
Q1
$643K Buy
+29,212
New +$591K ﹤0.01% 4890
2014
Q4
Sell
-33,003
Closed -$497K 7189
2014
Q3
$497K Buy
+33,003
New +$486K ﹤0.01% 5269

Other funds holding HRTG

Goldman Sachs's HRTG Position: Q1 2026 in Review

Goldman Sachs increased its Heritage Insurance Holdings (HRTG) stake by 92% in Q1 2026, buying an estimated $4.22M and bringing the position to 333,283 shares worth $8.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3176.

Goldman Sachs first reported a position in HRTG in Q3 2014 and has held it in 44 quarters since. 189 funds tracked by Wall St. Rank hold HRTG as of Q1 2026.

  • Goldman Sachs held 333,283 shares of Heritage Insurance Holdings worth $8.75M as of Q1 2026.
  • Goldman Sachs bought 159,764 Heritage Insurance Holdings shares in Q1 2026, an estimated $4.22M.
  • Heritage Insurance Holdings made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #3176 holding.
  • Goldman Sachs first reported a position in Heritage Insurance Holdings in Q3 2014 and has held it in 44 quarters since.
  • 189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.